Filed January 19, 2012 (most recent of 9 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
GRANT THORNTON LLP4+ years Filed as: GRANT THORNTON, LLP Service code 10 · EIN 36-6055558 | Accounting | $0 |
MERCER4+ years Filed as: MERCER CONSULTING Service code 16 · EIN 61-0736136 PO BOX 730182 · DALLAS, TX 75373 | Consulting | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $145,606 | $80,005+82.0% | $140,016+4.0% | $55,725+161.3% |
| Participation rate | 99.9% | 87.0%+12.9pp | 87.5%+12.4pp | 70.9%+29.0pp |
| Annual return | -4.38% | 0.46%-4.8pp | 651.12%-655.5pp | 244.93%-249.3pp |
| Employer contribution / active EE | $2,221 | $3,403-34.7% | $5,606-60.4% | $2,078+6.9% |
| Participant deferral / active EE | $5,083 | $5,264-3.4% | $6,927-26.6% | $3,356+51.5% |
| Admin fee / account holder | $0 | $116-100.0% | $10,705-100.0% | $115-100.0% |